"We believe in owning high quality companies with solid balance sheets and strong financial performance. This focus on quality is what helps our clients confidently pursue their goals for growth."
Record of superior relative and risk-adjusted returns.
Fundamental strategies bolstered by data and technology.
Quantitative strategies grounded in statistical theory and enriched by market experience.
Risk management integrated with the investment process to minimize unintended risks and reduce volatility.
Seasoned team of investment professionals averaging more than 20 years of experience.
Risk management integrated with the investment process to minimize unintended risks and reduce volatility.
Focus on building meaningful relationships with clients to help them achieve their investment goals.
Investment Insights
March 19 2025
Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch
Tim Wengerd, CFA, Director, Research Analyst, TD Epoch
August 30 2023
William Priest, CFA, Executive Chairman, Co-Chief Investment Officer and Portfolio Manager, TD Epoch; Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch
August 17 2023
Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch
